Franklin India Floating Rate Fund vs Aditya Birla Sun Life Floating Rate Fund compare
Franklin India Floating Rate Fund - Growth Plan
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹317 Cr | ₹13191 Cr | ₹13191 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 23 Apr 2001 | 30 Mar 2009 | 30 Mar 2009 |
| Category | Ultra Short Duration | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Short Duration Debt Index A-II | CRISIL Low Duration Debt | CRISIL Low Duration Debt |
| Turn Over | 72.19% | 45% | 16% |
| Expense Ratio | 0.98 | 0.43 | 0.43 |
| Manager | Sandeep Manam | Dhaval Joshi | Dhaval Joshi |
| ISIN Code | INF090I01LM7 | INF209K01MG9 | INF209K01MG9 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.41% | 0.3% | 0.3% |
| 6 Month | 2.57% | 3.04% | 3.04% |
| 1 Year | 7.97% | 7.73% | 7.73% |
| 3 Year | 7.81% | 7.68% | 7.68% |
| 5 Year | 6.18% | 6.28% | 6.28% |
SIP Return Analysis
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 1.43% | 1.4% | 1.4% |
| 1 Year | 6.84% | 6.82% | 6.82% |
| 3 Year | 7.84% | 7.6% | 7.6% |
| 5 Year | 7.21% | 7.14% | 7.14% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 6.28% | 8.3% | 8.3% |
| 3 Year | 6.08% | 8.05% | 8.05% |
| 5 Year | 5.69% | 8.35% | 8.35% |
Risk Management
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 0.8% | 0.7% | 0.7% |
| Sharp | 0.14% | 0.61% | 0.61% |
| Beta | 1.48% | 1.39% | 1.39% |
| Alpha | 3.07% | 3.21% | 3.21% |
Fund Managers
| Scheme Name | Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Sandeep Manam | Dhaval Joshi | Dhaval Joshi |
| Total AUM | ₹74256 Cr | ₹361932 Cr | ₹361932 Cr |
| Funds Managed | 20 | 55 | 55 |
| Franklin India Floating Rate Fund - Growth Plan | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth | Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
Franklin India Floating Rate Fund - Growth Plan |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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